Find a Financial Advisor in Southlake

Making the Complex Simple.

Our financial advisors in the Dallas area offer full-service financial planning, all revolving around making the complex simple for you and your family. We serve the entire Metroplex and West Texas with financial advice.

At the end of the day, we understand Texas because we are Texans. Many of our clients come from the oil and gas industry, as well as other business owners and executives. We are passionate about helping you find “true wealth” by using a wealth designed, life defined mentality.

  • For families, we provide comprehensive financial, investment and estate planning services.
  • For businesses, we design compensation packages for executive teams and assist in benefits.
  • For individuals, we offer our wealth management services and assist in life transitions, such as the death of a loved one, divorce, or retirement.



Business Planning

Executive Wealth Management

Retirement Planning

Our Advisors

Michael David

Managing Director, Partner & Wealth Advisor

Jamie Carroll

Managing Partner, Wealth Advisor

Jeff Maynard

Partner, Wealth Advisor

Danny Barker

Wealth Advisor

Lindsey Toole

Wealth Advisor


10 Questions to Determine if Your Advisor Meets Standards

You may be in isolation, but that doesn’t mean you’re alone. Your team of professionals – from your advisor, to your insurance providers, to your bank – should be going to work for you in these unprecedented times. But how do you know if you’re receiving the value you should from your financial advisor? We put together 10 questions to help you determine how much value you’re receiving from your advisor.

Cross-Generational Financial Planning Guide

Millennials are poised to inherit approximately $41 trillion from their Baby Boomer parents over the next 40 years. The result will be the single largest intergenerational wealth transfer in human history. Many older clients, however, are beginning to voice growing concerns over the financial preparedness of their Millennial children, fearing they may lack the wherewithal to deal responsibly with a sudden influx of wealth.

The Family Budget: Financial Empowerment at Your Fingertips

Managing family finances has become more complex than ever as the economy, job market and family structures have all undergone dramatic changes in recent years. American families continue to evolve at a rapid pace, resulting in new and complex financial concerns and challenges. When is the last time you sat down to review your family budget? Read this free guide for important tips on budgeting, savings and insurance.


From Being Ready for Retirement?